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Showing 141 - 150 of 220 results for "ClearView"

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... industry-wide rating their primary life insurer as 'good' or 'very good', however this is down from 94% year-on-year. ClearView received the award for overall satisfaction for the first time in the report's nine-year history, with BT Life and AIA Australia ...

Centrepoint accelerates distribution strategy

KARREN VERGARA  |  MONDAY, 11 SEP 2017
... South Wales, Victoria and Tasmania. He previously held general manager positions at Bridgeport Financial Services and ClearView. Cogle will be joined by Jason McArthur, who previously was a business consultant and has been promoted to management consultant ...

Underwriting expert joins ClearView

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2017
ClearView appointed a chief underwriter in an effort to strengthen its partnerships with independent financial advisers. Warren Page will be responsible for leading ClearView's national underwriting team and partnering with the group's reinsurer to ...

Improved distribution strengthens ClearView result

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
ClearView leveraged its life insurance business and financial adviser relationships to expand its wealth management division in FY17, recording a 17% increase in funds under management. The wealth division now has $2.5 billion FUM with double-digit ...

IRESS eyes future earning potential following reduced profit

EMMA RAPAPORT  |  FRIDAY, 18 AUG 2017
... Over the last year, Financial Standard has reported on a number of IRESS' acquisitions and partnerships, including with ClearView, Financial Synergy, the National Stock Exchange, Acorn Capital, UK wealth management firm Tilney Bestinvest, Colonial First ...

IRESS strikes advice platform partnership

DARREN SNYDER  |  MONDAY, 14 AUG 2017
... IRESS product to lead an objectives-based and scaled financial advice solution. Diversified financial services group ClearView selected the XPLAN Prime product with an aim to deliver advice more efficiently. XPLAN Prime allows financial advisers to deliver ...

Fortnum inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
... innovation around advice delivery," Shaw said. MoneySoft's partnership with Fortnum follows similar arrangements with Clearview, RI Advice, Millennium3, Link Group and Mortgage Choice.

Countplus chair steps down after 11 years

ALEX BURKE  |  THURSDAY, 27 APR 2017
... priced Nutraceutical - Ananda Hemp. Ecofibre is planning a 2018 Australian sharemarket listing," Lambert said. Former ClearView chair Raymond Kellerman, who joined Countplus' board as a director in January, has taken up the position as non-executive ...

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... advice offerings continue to feel the squeeze. A new paper from Matrix Planning Solutions, distributed by parent company ClearView, says pressure placed on businesses by factors such as the Life Insurance Framework (LIF) and the proliferation of automated ...

ClearView slams APL standard

KARREN VERGARA  |  TUESDAY, 18 APR 2017
Listed financial advice firm ClearView criticised the Financial Services Council's life insurance approved product list draft standard as superficial and ineffectual, saying it will only allow sub-par practices to continue. ClearView managing director ...